If I amend my federal tax return before I file my state taxes, what do I do?
How do I amend my state tax return?
- First, fill out an amended federal income tax return, Form 1040-X.
- Second, get the proper form from your state and use the information from Form 1040-X to help you fill it out.
Can I file an amended return before I get my refund?
You must wait until the IRS has processed your tax return before making corrections. If you are expecting a tax refund, wait until you receive it before filing an amended return.
Can I amend my taxes if I already received it?
Yes, you can amend your return after you’ve received a refund. In fact, the IRS doesn’t want you to amend until you’ve already gotten your tax refund. If you owe money after amending, you’ll have to include payment with your e-filed or mailed amendment form.
Will the IRS catch my mistake?
Remember that the IRS will catch many errors itself
For example, if the mistake you realize you’ve made has to do with math, it’s no big deal: The IRS will catch and automatically fix simple addition or subtraction errors. And if you forgot to send in a document, the IRS will usually reach out in writing to request it.
Do you have to amend both federal and state?
It’s best to amend your state when you amend your federal return. If the federal amendment caused an additional refund or tax due on your state return, submit the state amendment. Otherwise, don’t worry about it.
What is the penalty for filing an amended tax return?
If you don’t pay the additional tax due on Form 1040X within 21 calendar days from the date of notice and demand for payment (10 business days from that date if the amount of tax is $100,000 or more), the penalty is usually 1/2 of 1% of the unpaid amount for each month or part of a month the tax isn’t paid.
Do I have to amend my federal tax return if I amend my state?
No, you can amend the state without amending your federal return.
How do I amend my federal and state taxes?
If you want to make changes after the original tax return has been filed, you must file an amended tax return using a special form called the 1040-X, entering the corrected information and explaining why you are changing what was reported on your original return.